YorkBridge Wealth Partners’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-266
| Closed | -$25K | – | 524 |
|
|
2019
Q2 | $25K | Hold |
266
| – | – | 0.01% | 445 |
|
|
2019
Q1 | $25K | Hold |
266
| – | – | 0.01% | 436 |
|
|
2018
Q4 | $23K | Hold |
266
| – | – | 0.01% | 429 |
|
|
2018
Q3 | $21K | Hold |
266
| – | – | 0.01% | 513 |
|
|
2018
Q2 | $21K | Hold |
266
| – | – | 0.01% | 529 |
|
|
2018
Q1 | $21K | Hold |
266
| – | – | 0.01% | 515 |
|
|
2017
Q4 | $20K | Hold |
266
| – | – | 0.01% | 521 |
|
|
2017
Q3 | $22K | Hold |
266
| – | – | 0.01% | 497 |
|
|
2017
Q2 | $23K | Hold |
266
| – | – | 0.01% | 474 |
|
|
2017
Q1 | $23K | Hold |
266
| – | – | 0.01% | 474 |
|
|
2016
Q4 | $20K | Buy |
+266
| New | +$20K | 0.01% | 475 |
|